What public Form 5500 filings show about the United Way, Inc. 401(k) plan — and how to find and check your own account.
United Way, Inc. (EIN 95-2274801) reports 403(B) THRIFT PLAN OF UNITED WAY, INC. on its most recent Form 5500, with $10.8M in plan assets across 73 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full United Way, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Way, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): U S BANK N A, VAUGHAN NELSON INVESTMENT MANAGEMEN, MILLER KAPLAN ARASE & CO LLP, ASCENSUS, CANTERBURY CONSULTING.
